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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,061 | $73,867-81.0% | $143,770-90.2% | $68,498-79.5% |
| Participation rate | 60.2% | 66.7%-6.4pp | 80.3%-20.1pp | 67.9%-7.6pp |
| Annual return | -11.05% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,905 | $3,184-40.2% | $4,951-61.5% | $2,596-26.6% |
| Participant deferral / active EE | $2,114 | $3,384-37.6% | $5,638-62.5% | $4,027-47.5% |
| Admin fee / account holder | $771 | $5,755-86.6% | $14,673-94.7% | $5,403-85.7% |